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Advisor Tech Talk (Week of 4/21/26)
If finance were one of Jim Henson’s Muppets, it would be Sam the Eagle.
It’s ironic that the financial services industry, and wealth management...
AI & Finance™ | News for the Week Ending 3/20/26
“We have only bits and pieces of information but what we know for certain is that at some point in the early twenty-first century all of mankind was...
Advisor Tech Talk (Week of 3/17/26)
AI is officially a sine qua non for the wealth management tech stack—but where should we put it?
Welcome to an extra-busy...
Advisor Tech Talk (Week of 2/24/26)
As Mother Nature dumps a ton of snow on the northeastern urban corridor, we’d like to ask whether we’re a little bit out over our skis...
AI & Finance™ | News for the Week Ending 1/30/26
Is AI going to eat up financial markets?
Welcome to January 2026’s last AI & Finance, where we have headlines from another active news week.
First,...
Advisor Tech Talk (Week of 1/27/26)
It seems like we’ve been talking a lot about wealthtech for a long time—and when we started, the only people really regularly talking about wealth management technology...
AI & Finance™ | News for the Week Ending 12/19/25
Oh, what a year it was, and what a year it will be.
Its AI & Finance headlines time, for the last time in 2025. Yes,...
Advisor Tech Talk (Week of 9/29/25)
Remember the robos?
You know, robo-advisors. We don’t seem to talk much about them anymore, but they’re still around, and growing rather...
Advisor Tech Talk (Week of 8/25/25)
What if we’re getting the so-called “great wealth transfer” wrong?
Welcome to Advisor Tech Talk where we’re going to run through an...
AI REGS & RISKS: The Future of AI in Wealth—According to Industry Veteran Mark...
By Greg Woolf, AI RegRisk Think Tank
Conversation with a Wealth Industry Leader
Last week I sat down with Mark Casady—former Chairman & CEO of LPL Financial,...